Csenge Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Csenge Advisory Group reports 7,199 clients. They include 6,316 individual clients, 831 high-net-worth individuals, and 48 corporations and other businesses. Of its assets, 83.1% ($2.63B across 11,888 accounts) are managed with discretion; $536M across 2,473 accounts are not. A wrap fee program the firm both sponsors and manages holds $679M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 34% |
| High-net-worth individuals | 12% | 64% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6,316 | $1.09B | 34.5% | $173K |
| High-net-worth individuals | 831 | $2.01B | 63.5% | $2.42M |
| Charitable organizations | 4 | $301K | 0.0% | $75.3K |
| Corporations and other businesses | 48 | $63.8M | 2.0% | $1.33M |
| Total | 7,199 | $3.17B | 100% | $440K |
- Clients
- 6,316
- Regulatory AUM
- $1.09B
- AUM share
- 34.5%
- Avg. per client
- $173K
- Clients
- 831
- Regulatory AUM
- $2.01B
- AUM share
- 63.5%
- Avg. per client
- $2.42M
- Clients
- 4
- Regulatory AUM
- $301K
- AUM share
- 0.0%
- Avg. per client
- $75.3K
- Clients
- 48
- Regulatory AUM
- $63.8M
- AUM share
- 2.0%
- Avg. per client
- $1.33M
Total
- Clients
- 7,199
- Regulatory AUM
- $3.17B
- AUM share
- 100%
- Avg. per client
- $440K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Csenge Advisory Group charges up to 2.35% a year for its Asset Management Program. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Asset allocation services
- Asset allocation advice to clients is charged at a maximum annual fee of 1.50%.
- Financial planning and consulting
- Financial planning is a fixed fee of $750 (Basic Needs Analysis), $1,250 (Investment Analysis) or $2,000 (Standard Arrangement); consulting is hourly, up to $500 for a Certified Financial Planner and up to $125 for an Associate.
John Csenge owns 50% to 75% of Csenge Advisory Group. The leadership team of Csenge Advisory Group includes President John Csenge and Chief Compliance Officer Michael Schmidtke. It has 74 employees, 67 of them in advisory roles.
Leadership
- John CsengeManaging Member/President
- Michael SchmidtkeChief Compliance Officer
- Eric CaissePartner
Investment adviser representatives
75 representatives listed in the SEC register as of 9 October 2026.
- Dorothy Ann Austgen
- Roger Paul Bedillion
- Sean Biggs
- Brian Bruce Bristow
- Christine Marie Bristow
- Eric Jason Caisse
- Joseph Campedelli
- James Lyle Cannon
- Harold Dunbar Cooley
- Jeremy Tate Corley
- Matthew Tate Corley
- Christopher Edward Csenge
- John Louis Csenge JR
- John Louis Csenge III
- Reynolds Dean Cutchin
- Noel Gabriel David
- Brennan McGowan Decima
- Allix C Dennis
- John Thomas Draper
- Donald J Fancher
- Pamela Diana Fitzpatrick
- Stephanie Michelle Flatt
- Zane Fowler
- Hugh Gebhardt
- Travis Wayne Giffey
- Eric Dale Grant
- Jason Matthew Haddad
- Donald R. Hall
- Kyle Harrison
- Tawna Leah Hermanson
- Blaine Patrick Hess
- Norman Douglas Hostetler
- Leonardo Irizarri
- Peter Louis Kane
- John Barton Kent
- Henry John Kulig III
- Matthew Robert Losanno
- Andrew R Macdougall
- James Moss Madden
- Sean William Moneypenny
- Nicholas Craig Morrison
- Rosemary Elizabeth Myers
- Shelley Leavitt Nadel
- Anthony Richard Pampel
- Aiden Wells Pierce
- Christopher Patrick Reid
- Dan Christian Roehm Jr.
- Becky Wilder Ruthven
- Aviva Esther Sapers
- Michael David Schmidtke
- Shawn Ray Seilback
- Elyott Benjamin Silverstein
- Adam Jameson Smith
- Christopher Sean Steinsholt
- David Kirk Stites
- Brandon Walter Stukus
- Julie Roberts Talbot
- Allen Ray Taylor
- James Bradley Teegarden
- Julia Marie Thayer
- Charles Hunter Todd
- Larry Jefferson Tolbert
- Garrett Tracht
- William Vahey
- Spiros Vassilakos
- Chris Hall Wakefield
- James Alexander Waters JR
- Michael Ray Webb
- William Ellis Webb
- Jason Weichbrodt
- Stephen Wayne Wingard
- Amanda Woo
- Christopher Matthew Woodard
- Marcus Shelby Woods
- Troy Alonzo Young
Staff
- 74 employees
- 67 in advisory functions
- 67 state-registered reps
- 30 broker-dealer reps
- 30 insurance agents
- Owns 50% to 75% of Csenge Advisory Group, LLC
John Csenge
Control person · since April 2000
- Owns 10% to 25% of Csenge Advisory Group, LLC
Eric Caisse
Control person · since November 2017
Csenge Advisory Group’s regulatory assets grew 2.0× from $1.61B (May 2021) to $3.17B (July 2026); clients rose from 4,063 to 7,199 and employees from 49 to 74.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $3.17B | 7,199 | 74 | 37 |
| July 2025 | $2.88B | 6,312 | 79 | 28 |
| July 2024 | $2.75B | 5,630 | 79 | 28 |
| July 2023 | $2.27B | 6,161 | 85 | 28 |
| June 2022 | $2.35B | 3,904 | 52 | 23 |
| May 2021 | $1.61B | 4,063 | 49 | 21 |
Besides its headquarters, Csenge Advisory Group has 36 offices (5 private residences, listed without an address), with 31 listed addresses across 15 states.
Tennessee · 8 listed addresses
- 8245 Valley Springs CV, Cordova
- 480 One Eleven Place, Cookeville
- 340 S. Lowe Avenue, Cookeville
- 7000 Executive Center Drive, Brentwood
- 6055 Primacy Parkway, Memphis
- 200 W. MLK BLVD., Chattanooga
- 1151 S Willow Ave, Cookeville
- 1820 Memorial Drive, Clarksville
Florida · 5 listed addresses
- 4755 East Bay Drive, ClearwaterHQ
- 3939 Tampa Road, Oldsmar
- 4821 U.S. Highway 19, New Port Richey
- 6278 N Federal Highway, Fort Lauderdale
- 2625 Keystone RD, Tarpon Springs
Texas · 3 listed addresses
- 4328 West Alabama Street, Houston
- 208 E. Louisiana Street, McKinney
- 1 Riverway, Houston
Alabama · 2 listed addresses
- 2100 Riverchase Center, Birmingham
- 3100 Lorna RD, Hoover
Georgia · 2 listed addresses
- 5290 Matt Highway, Cumming
- 3330 Cumberland BLVD., Atlanta
Pennsylvania · 2 listed addresses
- 400 Middletown BLVD, Langhorne
- 109 Cedar Lane, Houston
Colorado · 1 listed address
- 4770 Baseline Road, Boulder
Illinois · 1 listed address
- 19150 S. Kedzie Ave., Flossmoor
Indiana · 1 listed address
- 2100 N.main St., Crown Point
Louisiana · 1 listed address
- 4902 Ihles Road, Lake Charles
Maryland · 1 listed address
- 6030 Daybreak Circle, Clarksville
Massachusetts · 1 listed address
- 313 Washington Street, Newton
New York · 1 listed address
- 36 S. Main Street, Pearl River
North Carolina · 1 listed address
- 3101 Industrial Drive, Raleigh
North Dakota · 1 listed address
- 1120 28th Ave N, Fargo
Other business names
Csenge Advisory Group has reported 31 other business names to the SEC.
- Athenian Private Client Group
- Cannon, Clark Holman & Associates
- Cassidy & Company
- Cinder Wealth Advisors
- Colter-Dennis
- Compass Advisory Partners LLC
- Connect Advisory Group
- Corley & Kent, LLC
- Decima Wealth Consulting
- Destiny Financial Group
- Draper Financial Group
- Eley-Graham-Austgen
Show all 31 names
- Fidelis Financial Strategies
- Financial Success Strategies, LLC
- Hess-Segal
- Highridge Advisory
- Hostetler Financial, LLC
- Impact Wealth Advisors
- Investment Planning & Management
- J. Roberts Capital, Inc.
- Morrison Wealth Advisors
- Pennjerdel Insurance Consultants, Inc.
- Polaris Advice
- Radian Partners
- Sapers & Wallack
- Verity Financial
- Wakefield Venture Group
- Wayfinder Wealth
- Wealth Strategies
- Wealth Transfer Consultants
- Webb Financial Consultants
Contact and registration details
- Legal name
- Csenge Advisory Group, LLC
- Headquarters
- 4755 East Bay Drive, Clearwater, FL 33764
- Website
- csenge.com
- Phone
- 727-437-6000
- @csenge-advisory-group
- SEC file
- 801-72792
- Structure
- Florida LLC
- Fiscal year end
- December
Csenge Advisory Group uses Fidelity ($954M, 50%), Pershing ($629M, 33%) and Charles Schwab ($340M, 18%) as custodians for its separately managed accounts. Csenge Advisory Group does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $629M33%
- FidelityFidelity Iinvestments · Cincinnati, OH · $954M50%
- Charles SchwabCharles Schwab Corporation · Westlake, TX · $340M18%
At year end, Csenge Advisory Group’s separately managed accounts were mostly in funds (63%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.47B across 764 positions; the largest are State Str SPDR S&P 500 ETF T (5.4%), Invesco Exchange Traded FD T (5.0%) and First TR Exchange-traded FD (4.6%).
What the accounts hold
- Stocks22%
- Exchange-traded equities21%
- Non-exchange-traded equities1%
- Funds63%
- Registered funds62%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
- Other6%
- Annuity sub accounts6%
Reported 13F holdings
- $2.47B
- Reported 13F value
- 764
- Positions
- 32.6%
- In the 10 largest
- +12.8%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit5.4%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt5.0%
- First TR Exchange-traded FD · First TR Enh New4.6%
- Invesco Qqq TR · Unit Ser 13.8%
- First TR Exchange Traded FD · Risng Divd Achiv3.5%
- First TR Exchange-traded FD3.4%
- Apple Inc.1.9%
- First TR Exchange-traded FD · Fst Low Oppt Eft1.8%
- First TR Exchange-traded FD · Ltd Dur Invt ETF1.6%
- First TR Exchng Traded FD VI · Smit Unco BD ETF1.5%
Together, the ten largest are 32.6% of reported value.
How many clients does Csenge Advisory Group have?
Csenge Advisory Group has 7,199 clients and manages $3.17 billion for them, as of July 2026. They include 6,316 individual clients, 831 high-net-worth individuals, and 48 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Csenge Advisory Group offer?
Csenge Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Csenge Advisory Group charge?
Csenge Advisory Group charges up to 2.35% a year for its Asset Management Program. The fee is negotiable.
Which custodians does Csenge Advisory Group use?
Csenge Advisory Group’s separately managed account assets are held at Fidelity Iinvestments (Cincinnati, OH), with $954M, Pershing Advisor Solutions LLC (Jersey City, NJ), with $629M and Charles Schwab Corporation (Westlake, TX), with $340M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026
How many financial advisors does Csenge Advisory Group have?
Csenge Advisory Group has 67 investment adviser representatives registered with state securities authorities, out of 74 employees, and 67 perform investment advisory functions. 30 employees are registered representatives of a broker-dealer and 30 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Csenge Advisory Group invest in?
At the end of its last fiscal year, Csenge Advisory Group’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 9% cash and equivalents, 6% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Annuity Sub Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Csenge Advisory Group?
Csenge Advisory Group’s direct owners are John Csenge (50% to 75%) and Eric Caisse (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Csenge Advisory Group get paid?
Csenge Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Csenge Advisory Group?
Csenge Advisory Group’s main office is at 4755 East Bay Drive, Clearwater, FL 33764. Its phone number is 727-437-6000. Its website is csenge.com.